DFX Intelligence

Allocator Intelligence

The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.

Corporate pension

Retirement Plan for Employees of Range Regional Health Services

Corporate pensionHibbing, MN
Assets
$51.3M
Total assets, Dec 31, 2024 reported
Funded
115.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
42
none on the tape
Plan sponsor: Range Regional Health Services
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Other investments 1.9%
  • Pooled separate accounts 97.4%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
42 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Prin Midcap Sep Acct-Zseparate accountPrincipalPooled vehicles$542,943 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$1.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Diversified Intl Sa-Zseparate accountPrincipalHedge / diversifiers$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Midcap Value I Sa-Zseparate accountPrincipalPooled vehicles$548,206 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Smcap Growth I Sep Acct-Zseparate accountPrincipalPooled vehicles$282,392 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Largecap Growth I Sa-Zseparate accountPrincipalPooled vehicles$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Smcap Value II Sep Acct-Zseparate accountPrincipalPooled vehicles$280,816 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$19.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Principal Overseas Sep Acct-Zseparate accountPrincipalPooled vehicles$674,262 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Equity Income Sa-Zseparate accountPrincipalFixed income$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$20.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Ldi Ext Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$373,696 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$3.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Diversified Intl Sa-Zseparate accountPrincipalHedge / diversifiers$3.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$2.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Midcap Value I Sa-Zseparate accountPrincipalPooled vehicles$787,775 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Midcap Growth III Sa-Zseparate accountPrincipalPooled vehicles$808,910 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Smcap Growth I Sep Acct-Zseparate accountPrincipalPooled vehicles$370,470 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Largecap Growth I Sa-Zseparate accountPrincipalPooled vehicles$5.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Smcap Value II Sep Acct-Zseparate accountPrincipalPooled vehicles$380,026 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Ldi Long Duration Sa-Zseparate accountPrincipalFixed income$20.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal Overseas Sep Acct-Zseparate accountPrincipalPooled vehicles$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Equity Income Sa-Zseparate accountPrincipalFixed income$5.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Ldi Intrm Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$4.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Ldi Ext Dur Sep Acct-Zseparate accountPrincipalPooled vehicles$804,930 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Org Emg Mkts Sep Acct-Zseparate accountPrincipalPooled vehicles$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Intl Smallcap Sep Acct-Zseparate accountPrincipalPooled vehicles$614,328 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$3.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Diversified Intl Sa-Zseparate accountPrincipalHedge / diversifiers$3.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$2.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Midcap Value I Sa-Zseparate accountPrincipalPooled vehicles$706,951 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Midcap Growth III Sa-Zseparate accountPrincipalPooled vehicles$688,051 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Smcap Growth I Sep Acct-Zseparate accountPrincipalPooled vehicles$325,374 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Largecap Growth I Sa-Zseparate accountPrincipalPooled vehicles$4.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Smcap Value II Sep Acct-Zseparate accountPrincipalPooled vehicles$328,291 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin High Income Sep Acct-Zseparate accountPrincipalFixed income$1.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal Overseas Sep Acct-Zseparate accountPrincipalPooled vehicles$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Core Fix Inc Sep Acct-Zseparate accountPrincipalPooled vehicles$16.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Equity Income Sa-Zseparate accountPrincipalFixed income$4.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Bond Market Index Sa-Zseparate accountPrincipalFixed income$5.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Org Emg Mkts Sep Acct-Zseparate accountPrincipalPooled vehicles$1.1M heldDisclosed holdingaskebsa.dol.gov
Size and funding
32 readings
Total assets
$51.3M Dec 31, 2024 reported Form 5500
$53.4M (2023-12) · $50.6M (2022-12)
Plan assets
$53.3M Jan 1, 2024 reported Form 5500
$50.5M (2023-01) · $59.9M (2022-01)
Net assets
$51.3M Dec 31, 2024 reported Form 5500
$53.4M (2023-12) · $50.6M (2022-12)
Funded ratio
115.8% Jan 1, 2024 reported Form 5500
113.9% (2023-01) · 120.2% (2022-01)
Funding target
$48.4M Jan 1, 2024 reported Form 5500
$48.8M (2023-01) · $48.1M (2022-01)
Discount rate
5.11% Jan 1, 2024 reported Form 5500
5.25% (2023-01) · 5.42% (2022-01)
Participants
400 Jan 1, 2024 reported Form 5500
421 (2023-01) · 427 (2022-01)
Contributions
$800,000 Dec 31, 2024 reported Form 5500
$2.2M (2023-12) · $3.6M (2022-12)
Benefits paid
$3.6M Dec 31, 2024 reported Form 5500
$3.7M (2023-12) · $4.1M (2022-12)
Net investment income
$-2.0M Dec 31, 2024 reported Form 5500
$2.8M (2023-12) · $-9.4M (2022-12)
Investment management fees
$22,626 Dec 31, 2023 reported Form 5500
$23,373 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024400$53.3M$48.4M115.8%$51.3Mn/an/an/a
2023 to Dec 31, 2023421$50.5M$48.8M113.9%$53.4Mn/an/an/a
2022 to Dec 31, 2022427$59.9M$48.1M120.2%$50.6Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Principal Life Insurance Company codes 13 50 64 $44,205 PY2024
  • Prin Midcap Sep Acct-R6 Sched. D P $542,943 PY2024
  • Prin U.S. Property Sep Acct-R6 Sched. D P $1.8M PY2024
  • Prin Diversified Intl Sa-R6 Sched. D P $1.7M PY2024
  • Prin Lgcap S&p 500 Index Sa-I2 Sched. D P $1.5M PY2024
  • Prin Midcap Value I Sa-R6 Sched. D P $548,206 PY2024
  • Prin Midcap Growth III Sa-R6 Sched. D P PY2024
  • Prin Smallcap Growth I Sa-R6 Sched. D P $282,392 PY2024
  • Prin Largecap Growth I Sa-I2 Sched. D P $1.1M PY2024
  • Prin Ldi Intrm Dur Sep Acct-R6 Sched. D P $20.9M PY2024
  • Prin Ldi Ext Dur Sep Acct-R6 Sched. D P $373,696 PY2024
  • Prin Org Emg Mkts Sep Acct-R6 Sched. D P PY2024
  • Prin Smallcap Value II Sa-R6 Sched. D P $280,816 PY2024
  • Prin Ldi Long Duration Sa-R6 Sched. D P $19.1M PY2024
  • Principal Overseas Sep Acct-R6 Sched. D P $674,262 PY2024
  • Prin Equity Income Sa-I3 Sched. D P $1.1M PY2024
  • Principal Financial Group codes 11 PY2024
  • Principal Global Investors, LLC codes 27 50 $22,626 PY2023
  • Principal Life Insurance Company codes 13 50 64 $9,410 PY2023
  • Prin Org Emg Mkts Sep Acct-R6 Sched. D P $1.1M PY2023
  • Prin Intl Smallcap Sep Acct-R6 Sched. D P PY2023
  • Prin U.S. Property Sep Acct-R6 Sched. D P $3.8M PY2023
  • Prin Diversified Intl Sa-R6 Sched. D P $3.8M PY2023
  • Prin Lgcap S&p 500 Index Sa-I2 Sched. D P $2.3M PY2023
  • Prin Midcap Value I Sa-R6 Sched. D P $787,775 PY2023
  • Prin Midcap Growth III Sa-R6 Sched. D P $808,910 PY2023
  • Prin Smallcap Growth I Sa-R6 Sched. D P $370,470 PY2023
  • Prin Largecap Growth I Sa-I2 Sched. D P $5.6M PY2023
  • Prin Smallcap Value II Sa-R6 Sched. D P $380,026 PY2023
  • Prin High Income Sep Acct-R6 Sched. D P PY2023
  • Prin Ldi Long Duration Sa-R6 Sched. D P $20.4M PY2023
  • Principal Overseas Sep Acct-R6 Sched. D P $1.7M PY2023
  • Prin Core Fix Inc Sep Acct-R6 Sched. D P PY2023
  • Prin Equity Income Sa-I3 Sched. D P $5.4M PY2023
  • Principal Bond Mkt Index Sa-I2 Sched. D P PY2023
  • Prin Ldi Intrm Dur Sep Acct-R6 Sched. D P $4.2M PY2023
  • Prin Ldi Ext Dur Sep Acct-R6 Sched. D P $804,930 PY2023
  • Principal Financial Group codes 11 PY2023
  • Principal Global Investors, LLC codes 27 50 $23,373 PY2022
  • Principal Life Insurance Company codes 13 50 64 $3,302 PY2022
  • Prin U.S. Property Sep Acct-R6 Sched. D P $3.9M PY2022
  • Prin Diversified Intl Sa-R6 Sched. D P $3.0M PY2022
  • Prin Lgcap S&p 500 Index Sa-I2 Sched. D P $2.0M PY2022
  • Prin Midcap Value I Sa-R6 Sched. D P $706,951 PY2022
  • Prin Midcap Growth III Sa-R6 Sched. D P $688,051 PY2022
  • Prin Smallcap Growth I Sa-R6 Sched. D P $325,374 PY2022
  • Prin Largecap Growth I Sa-I2 Sched. D P $4.7M PY2022
  • Prin Smallcap Value II Sa-R6 Sched. D P $328,291 PY2022
  • Prin High Income Sep Acct-R6 Sched. D P $1.9M PY2022
  • Principal Overseas Sep Acct-R6 Sched. D P $1.3M PY2022
  • Prin Core Fix Inc Sep Acct-R6 Sched. D P $16.4M PY2022
  • Prin Equity Income Sa-I3 Sched. D P $4.9M PY2022
  • Principal Bond Mkt Index Sa-I2 Sched. D P $5.4M PY2022
  • Prin Org Emg Mkts Sep Acct-R6 Sched. D P $1.1M PY2022
  • Prin Intl Smallcap Sep Acct-R6 Sched. D P $614,328 PY2022
  • Principal Financial Group codes 11 PY2022
What changed
13 events
  • Dec 31, 2024Holding endedinference
    Retirement Plan for Employees of Range Regional Health Services no longer reports Prin Org Emg Mkts Sep Acct-Z (Principal) (last held $1M at 2023-12-31; absent from the 2024-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Retirement Plan for Employees of Range Regional Health Services no longer reports Prin Midcap Growth III Sa-Z (Principal) (last held $808,910 at 2023-12-31; absent from the 2024-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2024Holding started
    Retirement Plan for Employees of Range Regional Health Services first reports an interest in Prin Midcap Sep Acct-Z (Principal): $542,943 at 2024-12-31
    with Principalaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Principal Global Investors, LLC no longer appears on Retirement Plan for Employees of Range Regional Health Services's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Principal Global Investors LLCaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Retirement Plan for Employees of Range Regional Health Services no longer reports Prin Bond Market Index Sa-Z (Principal) (last held $5M at 2022-12-31; absent from the 2023-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Retirement Plan for Employees of Range Regional Health Services no longer reports Prin Intl Smallcap Sep Acct-Z (Principal) (last held $614,328 at 2022-12-31; absent from the 2023-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2023Holding started
    Retirement Plan for Employees of Range Regional Health Services first reports an interest in Prin Ldi Intrm Dur Sep Acct-Z (Principal): $4M at 2023-12-31
    with Principalaskebsa.dol.gov
  • Dec 31, 2023Holding started
    Retirement Plan for Employees of Range Regional Health Services first reports an interest in Prin Ldi Ext Dur Sep Acct-Z (Principal): $804,930 at 2023-12-31
    with Principalaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Retirement Plan for Employees of Range Regional Health Services no longer reports Prin High Income Sep Acct-Z (Principal) (last held $2M at 2022-12-31; absent from the 2023-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Retirement Plan for Employees of Range Regional Health Services no longer reports Prin Core Fix Inc Sep Acct-Z (Principal) (last held $16M at 2022-12-31; absent from the 2023-12-31 filing)
    with Principalaskebsa.dol.gov
  • Dec 31, 2023Holding started
    Retirement Plan for Employees of Range Regional Health Services first reports an interest in Prin Ldi Long Duration Sa-Z (Principal): $20M at 2023-12-31
    with Principalaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Retirement Plan for Employees of Range Regional Health Services funded ratio 120.2% -> 113.9% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Retirement Plan for Employees of Range Regional Health Services plan assets $60M -> $51M (-15.7%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 411293970-003
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.